Test Scenario: Verify Reference Data menu taxonomy
Table of Contents
This page documents a test scenario verifying Reference Data menu — inventory and taxonomy in Clean up application menus. It is filled in with the target dialog and checklist of steps before testing starts; the QA Validation Runner panel rewrites * Results in place on save.
Scenario Info
| Field | Value |
|---|---|
| Verifies task | Reference Data menu — inventory and taxonomy |
| Parent story | Clean up application menus |
| Target dialog | Reference Data menu itself (RefdataPlugin menu wiring) — Menu: Reference Data (top-level) |
| Clients | |
| State | PASSED |
Steps
Each step is its own heading — the title should be short (it's shown
as a single list entry in the QA Validation Runner); put any longer
instructions in the body below the title. The panel writes each
step's PASS/FAIL/PENDING outcome and notes back as a *** Result
child heading directly under it.
Connect to tenant Barclays Plc
Log in as tenant_admin@barclays_plc / Secure-Password-123 and
select BARCLAYS PLC as the active party.
Result
| Field | Value |
|---|---|
| Status | PASS |
Entities are flat, in FX/market then org/trading order
Open the Reference Data menu. Confirm the top section (no submenu) reads, in order: Currencies, Currency Pairs, Currency Groups, Countries, Business Centres, Calendars — a separator — then Books, Portfolios, Parties, Counterparties, Business Units. All items should open their list window directly with a single click (no extra submenu hop).
Result
| Field | Value |
|---|---|
| Status | PASS |
Conventions submenu merges Trading and Curve Building
Confirm there is now a single Conventions submenu (no more separate "Trading Conventions" and "Conventions" peers). Inside it, confirm two nested groups: Trading (Day Count Fraction Types, Business Day Convention Types, Floating Index Types, Payment Frequencies, Leg Types) and Curve Building (Zero/Deposit/Swap/OIS/FRA/IBOR Index/ Overnight Index/Currency Pair/CDS Conventions). Open one entry from each group and confirm the correct list window opens.
Result
| Field | Value |
|---|---|
| Status | PASS |
Tenors unchanged
Confirm Tenors submenu is unchanged: Tenors, Tenor Conventions, separator, Tenor Anchors, Tenor Kinds, Tenor Units, Tenor Resolution Algorithms.
Result
| Field | Value |
|---|---|
| Status | PASS |
Codes umbrella nests the four lookup submenus
Confirm a new Codes submenu exists, and that Classifications, Currency Codes, Book Codes, and Organisation Codes are now sub-submenus nested under it (not peers of Reference Data directly). Open one entry from each of the four (e.g. Asset Class Codes, Monetary Natures, Book Statuses, Party Types) and confirm the correct list window opens for each.
Result
| Field | Value |
|---|---|
| Status | PASS |
Cross Rates Matrix unchanged
Confirm Cross Rates Matrix is still a direct Reference Data submenu (not nested under Codes), with Topology, Driver Pairs, Enabled Derived Pairs unchanged.
Result
| Field | Value |
|---|---|
| Status | PASS |
Results
| Field | Value |
|---|---|
| Status | PASSED |
| Completed at | 2026-07-18T09:54:41Z |
| Branch | feature/implement-clean-up-application-menus |
| Commit | 486b96962 |
| Worktree | solid_dirac |